Adding Approval Rule Access to Custom Roles

Use the following procedures to add approval rule access to custom roles.

To add access to approval rule records for a custom role:

1. Go to Customization > Scripting > Script Deployments.

2. Click Edit next to SAS Approval Rule SU.

3. On the Audience subtab, in the Roles field, select the roles you want to have access to Approval Rule records.

   You can select multiple roles by holding down the Ctrl key when selecting each role.

   Note:

   Ensure that the Execute as Role field is set to Administrator.

4. When you finish, click Save.

To add access to the approval rule list for a custom role:

1. Go to Customization > Scripting > Script Deployments.

2. Click Edit next to SAS Approval Rule List SU.

3. On the Audience subtab, in the Roles field, select the roles you want to have access to Approval Rule list records.

   You can select multiple roles by holding down the Ctrl key when selecting each role.

   Note:

   Ensure that the Execute as Role field is set to Administrator.

4. Optionally, under the Links subtab, add a menu link for the center of the custom role.

5. When you finish, click Save.

To add access to the approval rule assistant for a custom role:

1. Go to Customization > Scripting > Script Deployments.

2. Click Edit next to SAS Approval Rule Assistant.

3. On the Audience subtab, in the Roles field, select the roles you want to have access to Approval Rule Assistant records.

   You can select multiple roles by holding down the Ctrl key when selecting each role.

4. When you finish, click Save.

To add access to approval delegation for a custom role:

1. Go to Customization > Scripting > Script Deployments.

2. Click Edit next to SAS Approval Delegation SU.

3. On the Audience subtab, in the Roles field, select the roles you want to have access to Approval Delegation records.

   You can select multiple roles by holding down the Ctrl key when selecting each role.

4. When you finish, click Save.

To use SuiteApprovals, you must also set up the following requirements for users and approvers:

• Assign the Employee Center role to approvers.

• Keep email addresses up to date to be sure that users and approvers receive the notifications.

For more information about assigning roles, see Assigning Roles to an Employee.

To add access to Implement Engineering Change Order records for a custom role:

1. Go to Customization > Scripting > Script Deployments.

2. Click Edit next to ECO Implement SU.

3. On the Audience subtab, in the Roles field, select the roles you want to have access to Implement Engineering Change Order record.

   You can select multiple roles by holding down the Ctrl key when selecting each role.

4. When you finish, click Save.

To add access to ECO Implementation Status for a custom role:

1. Go to Customization > Scripting > Script Deployments.

2. Click Edit next to ECO Implement Log SU.

3. On the Audience subtab, in the Roles field, select the roles you want to have access to Implement Engineering Change Order record.

   You can select multiple roles by holding down the Ctrl key when selecting each role.

4. When you finish, click Save.

Related Topics

Roles and Permissions for Engineering Change Order

General Notices